Global Retirement Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71K | Buy |
+15
| New | +$4.71K | ﹤0.01% | 2929 |
|
|
2024
Q4 | $8.76K | Sell |
26
-1
| -4% | -$337 | ﹤0.01% | 2439 |
|
|
2024
Q3 | $8.62K | Hold |
27
| – | – | ﹤0.01% | 2346 |
|
|
2024
Q2 | $7.99K | Buy |
27
+7
| +35% | +$2.07K | ﹤0.01% | 2407 |
|
|
2024
Q1 | $6.17K | Buy |
20
+8
| +67% | +$2.47K | ﹤0.01% | 2316 |
|
|
2023
Q4 | $3.3K | Hold |
12
| – | – | ﹤0.01% | 2481 |
|
|
2023
Q3 | $2.76K | Hold |
12
| – | – | ﹤0.01% | 2410 |
|
|
2023
Q2 | $2.35K | Buy |
12
+6
| +100% | +$1.18K | ﹤0.01% | 2482 |
|
|
2023
Q1 | $1.09K | Buy |
+6
| New | +$1.09K | ﹤0.01% | 2711 |
|
|
2020
Q3 | – | Sell |
-4
| Closed | -$1K | – | 1679 |
|
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1540 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1647 |
|
|
2019
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1547 |
|
|
2019
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1528 |
|
|
2019
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1524 |
|
|
2018
Q4 | – | Sell |
-35
| Closed | -$4K | – | 1515 |
|
|
2018
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 1273 |
|
|
2018
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 1251 |
|
|
2018
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 1269 |
|
|
2017
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 1233 |
|